Account Management & Session Control (AU01US03)

1. Problem Statement

User Roles:

1. Administrative Users - Users with system management and oversight responsibilities
2. Standard Users - Daily operational users of the SMART360 system

Pain Points by Role:

Administrative Users:

• Cannot audit user access patterns and session management across the organization
• Lack visibility into which devices users are accessing the system from
• Unable to enforce security policies for concurrent sessions and device management
• Difficult to troubleshoot user access issues when they arise
• No centralized view of user permissions across different SMART360 modules

Standard Users:

• Unaware of their assigned departments and permission levels
• Cannot see which devices are logged into their account
• Unable to manage their own security by logging out remote sessions
• Confusion about why certain features are accessible or restricted
• Security concerns about unauthorized access to their accounts

Core Problem:

SMART360 users lack visibility and control over their account security and permissions, creating security risks, administrative overhead, and user frustration while hindering effective role-based access management.

2. Who Are the Users Facing the Problem?

Administrative Users:

• Responsibilities: System oversight, security management, user administration
• Access Level: Full administrative access to account management features

Standard Users:

• Responsibilities: Daily operational tasks using assigned SMART360 modules
• Access Level: View-only access to their own account details and session management

3. Jobs To Be Done

For Administrative Users: When I need to audit user access and enforce security policies across the organization, but I cannot see user session details, device usage, or permission assignments in one place, help me access comprehensive user account dashboards with session management capabilities, so that I can maintain system security and quickly resolve access issues.

For Standard Users: When I need to understand my system permissions and manage my account security, but I cannot see my assigned departments, roles, or active login sessions, help me access my account details and session management controls, so that I can work confidently within my permissions and maintain account security.

4. Solution

Comprehensive Account Management and Session Control System

User Account Profile Dashboard:

• Department assignment display with hierarchical view
• Role-based permissions matrix showing accessible modules
• Account status and expiration information

Session Management Center:

• Active session monitoring with device and location details
• Remote session termination capabilities
• Login history with security event tracking

Permission Transparency Tools:

• Module access explanation with business justification
• Permission inheritance visualization from roles and departments
• Access request workflow for additional permissions

Security Configuration Panel:

• Password management and multi-factor authentication settings
• Device registration and trusted device management
• Security notification preferences and alert settings

Administrative Oversight Tools:

• Bulk user account management and audit capabilities
• Organization-wide permission reporting and compliance tracking
• Security analytics and anomaly detection dashboards

Self-Service Account Tools:

• Profile information updates within allowed parameters
• Preference settings for notifications and interface customization
• Help documentation and contact information for access issues

Audit and Compliance Features:

• Complete access log with filterable history
• Compliance reporting for regulatory requirements
• Automated security alerts for suspicious activities

5. Major Steps Involved

For Standard Users - Viewing Account Details:

1. Navigate to user profile menu in top navigation bar
2. Select "Account Details" from dropdown menu
3. Review "My Departments" section showing assigned departments with hierarchy
4. Examine "My Roles" section displaying role names and descriptions
5. Check "Module Access" tab to see available SMART360 features
6. Review "Account Status" showing expiration dates and restrictions

For Standard Users - Managing Login Sessions:

1. Access "Security" tab within account details page
2. View "Active Sessions" table showing device, location, and login time
3. Identify unfamiliar or suspicious sessions
4. Select sessions to terminate using checkbox selection
5. Click "End Selected Sessions" button with confirmation dialog
6. Review "Login History" for past 90 days of access
7. Set up security notifications for new device logins

For Administrative Users - User Account Audit:

1. Navigate to "Administration" > "User Management"
2. Select "Account Overview" dashboard
3. Filter users by department, role, or security status
4. Click on individual user to view detailed account profile
5. Review session activity and device management
6. Generate compliance reports using "Export" functionality
7. Configure bulk actions for security enforcement

For Administrative Users - Permission Validation:

1. Access "System Configuration" > "User Management"
2. Select department to review user assignments
3. Verify role-to-permission mappings in matrix view
4. Use "User Lookup" to check individual configurations
5. Review and approve pending access requests
6. Generate permission audit reports for compliance

6. Flow Diagram

7. Business Rules

General Rules:

• Users can only view their own account details
• Session termination requires user confirmation to prevent accidental logouts
• Account details refresh automatically when permissions change

Profile Information

• All data will come from Utility invite user
  • Name
  • Email
  • Departmets
  • Roles

Active sessions

• User can view all the active sessions for the user account
• User can view devices information andthe active sessio.
• user can select individual device logout option to logout the account from the device.
• User can select logout all others option to logout all the sessions from all the devices except current device with active session
• Each devices shows whe was the last active session on the device
• User can view which type of device it is. eg: desktop, tab

8. Sample Data

User Account Details

Name: John Doe

Email: John@gmail.com

Department: Consumer services, Metering

Roles: CSO manager, Meter manager

Active Sessions

Device: Desktop

Browser & location: Chrome 120.0 • New York, NY

Sesssion: Active now

9. Acceptance Criteria

1. The system must display user's name, email, departments, and roles exactly as provided from the utility invite user data
2. The system must prevent users from editing their profile information directly
3. The system must display profile information in a read-only format
4. The system must display a confirmation dialog before allowing any session termination
5. The system must display all active sessions with device type, last active time, and device information
6. The system must provide individual "Logout" option for each session except the current session
7. The system must provide "Logout All Others" option to terminate all sessions except current
8. The system must clearly identify the current active session with visual indicators
9. The system must update the active sessions list immediately after successful logout
10. The system must prevent users from terminating their current active session
11. The system must show appropriate error messages if session termination fails

10. Process Changes

Process Area	From	To	Impact
User Access Verification	Users contact support to verify permissions manually	Users self-serve account details view	70% reduction in support tickets
Session Security Management	No visibility into active sessions	Real-time session monitoring and control	90% improvement in unauthorized access detection
Permission Auditing	Manual tracking and verification processes	Automated real-time permission reporting	85% reduction in audit preparation time
Account Troubleshooting	Support manually checks logs and configurations	Users provide session details for faster resolution	60% faster issue resolution time
Compliance Reporting	Manual data compilation monthly	Automated compliance dashboard	95% reduction in report preparation time
Security Incident Response	Reactive detection of unauthorized access	Proactive session monitoring with alerts	80% faster incident detection
User Onboarding	Support explains permissions verbally	Self-service account orientation	50% reduction in onboarding time
Role Assignment Validation	Manual verification by administrators	Automated role-permission matrix display	75% improvement in accuracy verification

11. Impact from Solving This Problem

Metric Category	Improvement	Justification
Security Incidents	80% reduction in unauthorized access	Proactive session monitoring and user awareness
Support Tickets	70% reduction in access-related tickets	Self-service account information access
Audit Preparation Time	85% faster compliance reporting	Automated data collection and reporting
User Productivity	60% faster issue resolution	Clear permission visibility reduces confusion
Administrative Overhead	75% reduction in manual permission verification	Automated role-permission matrix display
Security Response Time	80% faster incident detection	Real-time session monitoring with alerts
User Satisfaction	90% improvement in account transparency	Clear visibility into permissions and access
Compliance Accuracy	95% improvement in audit data quality	Automated tracking eliminates manual errors

12. User Behavior Tracking

Administrative User Tracking:

Event	Properties	Questions Answered
admin_user_account_viewed	user_id, viewed_by, timestamp	Which accounts are being audited most frequently?
admin_session_terminated	session_id, terminated_by, reason	How often do admins need to terminate user sessions?
admin_bulk_action_performed	action_type, user_count, timestamp	What bulk security actions are most common?
admin_compliance_report_generated	report_type, date_range, user_count	Which compliance reports are generated most often?

Standard User Tracking:

Event	Properties	Questions Answered
user_account_details_viewed	user_id, section_viewed, timestamp	Which account sections do users check most?
user_session_terminated	session_id, device_type, location	How often do users manage their own sessions?
user_permission_help_accessed	user_id, module_name, timestamp	Which permissions cause the most confusion?
user_security_settings_changed	user_id, setting_type, timestamp	What security features do users enable most?

Questions Answered by Tracking:

1. User Adoption: How quickly are users adopting self-service account management?
2. Security Effectiveness: Are users actively managing their session security?
3. Support Impact: Has self-service reduced support burden as expected?
4. Feature Usage: Which account management features provide the most value?
5. Security Patterns: Are there patterns in unauthorized access attempts?
6. Administrative Efficiency: How has automated auditing improved compliance workflows?
7. User Experience: Where do users struggle with account management interface?
8. Permission Clarity: Which role assignments cause the most user confusion?

13. Wireframe

https://preview--utility-compass-flow-41.lovable.app/